Our Team
Steve Haxton, CPA
Gary Dickson, FSA, MAAA, EA
Karen Skoglund, ASA, MAAA, EA
As a founder of JHBenefits, and its predecessor firm, JHB, he has over 25 years of experience managing all aspects of the qualified plan business.  His passion is helping small firms design qualified plans that help meet their retirement goals, and assisting sponsors, especially Frozen Defined Benefit Clients navigate their unique challenges.
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Steve is a member of the American Institute of Certified Public Accountants, where he served as a member of the AICPA council and the Ohio Society of CPA’s, where he has served as an Executive Vice President, the Ohio Budget Task Force, and the Strategic Planning Committee. He currently serves on the Society’s Endorsement Committee.
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Gary is responsible for all actuarial services provided by JHBenefits. He leads a team of professionals in providing annual services including funding and accounting valuations, government filings, and nondiscrimination testing. He also oversees the administrative services provided to the pension plans sponsored by our clients.
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He has over 30 years of experience in the retirement plan consulting business and has worked with plans of all sizes. Beyond servicing on-going plans, he has been involved in plan designs, plan re-designs, and in the various opportunities available to winding down a plan, including lump sum cashouts and annuity buyouts.
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Gary is a Fellow of the Society of Actuaries, a member of the American Academy of Actuaries, and an Enrolled Actuary under ERISA. Gary is also a board member of the Ohio Valley Chapter of HDSA.
Previously, Gary worked with Mercer, Inc. providing management and retirement plan consulting services
Karen comes to JHBenefits with over 25 years of experience in defined benefit and defined contribution consulting and administration, with a specialty in cash balance/combo plan design and administration. She also has experience with plan terminations and annuity buyouts. She provides annual services including funding and accounting valuations, compliance review, nondiscrimination testing, and government filings for our defined benefit and defined contribution plan sponsors.
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Karen is an Associate of the Society of Actuaries, a member of the American Academy of Actuaries, and an Enrolled Actuary under ERISA. Previously, Karen worked with Watson Wyatt (Willis Towers Watson), Mercer, and most recently Nationwide, providing retirement plan consulting and administrative services.
Patti Garner
Tracie Quinn
Cathy Baker
Patti has significant experience managing all aspects of the qualified plan business. She oversees a team of professionals who provide the full array of document, compliance and reporting services to defined contribution clients. As a prior owner, and principal of Mid-Ohio Pensions, she has spent the majority of her career helping firms design qualified plans that help meet the retirement needs of their employees and management.Â
She has a specialized expertise in Department of Labor document, compliance, qualification issues.
Tracie has an extensive background in accounting, payroll and personnel management experience. She interfaces with clients providing hands on expertise in payroll and functional asset balancing as well as plan administration. She is responsible for clients of all sizes, providing them expertise in HR and Payroll and specialty accounting services. She is also responsible for all vendor management for the firm.Â
Cathy has been employed by JHBenefits 2007, as leader of the Defined Contribution Participant services team and as such provides a variety of administrative services to clients and their participants. Her responsibilities include the preparation of individual benefit requests for plan participants providing high touch, direct and personalized assistance to them surrounding the many challenges confronting participants.Â
Maureen Finney
Corey Bailey
Benefits Administrator. Defined Benefit Group
cbailey@jhbltd.com
614 888 1005 x128
Maureen leads the Employee Benefits Department at JHBenefits.
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With over 20 years of experience in benefit plan administration, Maureen works with clients of all sizes and specializes in FSA’s, HRA’s, HSA’s and other administrative services, including COBRA, ERISA, FMLA administration and Voluntary Benefits. She works closely with both the client’s resource staff and directly with the participants. In addition, she also presents employee enrollment meetings for 401(k) plans and assists in the design and consulting of these plans.Â
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Prior to joining JHBenefits, Maureen served as a Benefits Administrator at Borden, Inc. for over 10 years.
Corey leads the Defined Benefit Participant Services function. He also provides a variety of administrative services to both Cash Balance and traditional Defined Benefit plans.